investment research & corporate development

Investment due diligence & valuation

Client: Top 5 software company
Challenge: Accelerating inorganic growth through entry into adjacent markets
Resolution: Conducted due diligence on target’s competitive position, products, customers, go-to-market approach, organization and financial performance
Results: $5bn transaction closed

Client: Mid-sized ERP suite provider
Challenge: Determining growth targets and prioritizing growth options
Resolution: Developed 5 year business plan based on multiple organic and inorganic growth scenarios. Each scenario was synthesized from individual plans and forecasts of multiple business divisions
Results: Board approval and management team buy-in for new growth targets and execution plan

Client: Global leader in infrastructure software
Challenge: Determining how to bridge the gap between internally achievable growth and outside-in expectations
Resolution: Laid out options to grow services business from $150m to $1bn in 5 years via joint ventures and acquisitions
Results: 1 acquisition and 1 joint venture with a top professional services firm to focus on enterprise security

Post-merger integration

Client: Global leader in infrastructure software
Challenge: The merger had been criticized by investors and analysts for lacking vision and synergy. There was significant pressure on the product and services organizations to change that perception
Resolution: Created compelling merger rationale for services division for first post-merger briefing with analysts
Results: Positioning contributed to classification as leader in Gartner magic quadrant